Single Point Partners, LLC
Sector Allocation
- Other96.7%$547.2M
- Technology1.9%$10.8M
- Financials0.8%$4.7M
- Consumer Discretionary0.2%$1.3M
- Utilities0.1%$584,210
- Healthcare0.1%$555,386
- Industrials0.1%$444,869
- Materials0.0%$213,216
- Consumer Staples0.0%$208,468
AUM History
13fpro.ai/research/fund/single-point-partners-llc-1801184
Conviction and streaks
Stable · top 10 = 73.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$171.2M
- ISHARES$52.5M
- ISHARES$48.8M
- ISHARES$33.6M
- ISHARES$22.7M
- ISHARES$21.7M
- VANGUARD$19.2M
- ISHARES$16.1M
- ISHARES$15.2M
- VANGUARD$14.6M
- ISHARES$12.6M
- VANGUARD$10.6M
- ISHARES$10.5M
- ISHARES$8.3M
- ISHARES$7.6M
- VANGUARD$7.1M
- VANGUARD$6.9M
- VANGUARD$6.4M
- ISHARES$6.3M
- VANGUARD$5.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/single-point-partners-llc-1801184
Single Point Partners, LLC 13F holdings — Q3 2026
$566.0M portfolio (-0.4% QoQ) · 96 holdings · Q3 2026 13F · top 10 are 73% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$171.2M
30.3% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P MCP ETF
$52.5M
9.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE US AGGBD ET
$48.8M
8.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P SCP ETF
$33.6M
5.9% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS 1000 ETF
$22.7M
4.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE MSCI EAFE
$21.7M
3.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR MID CAP
$19.2M
3.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P TTL STK
$16.1M
2.8% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - NATIONAL MUN ETF
$15.2M
2.7% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MUN BD FDS - TAX EXEMPT BD
$14.6M
2.6% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $171.2M | 30.3% | +0.4% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P MCP ETF | $52.5M | 9.3% | +1% | — | — | — | — | |
| 3 | ISHARES TR - CORE US AGGBD ET | $48.8M | 8.6% | +1% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P SCP ETF | $33.6M | 5.9% | +0.8% | — | — | — | — | |
| 5 | ISHARES TR - RUS 1000 ETF | $22.7M | 4.0% | -2% | — | — | — | — | |
| 6 | ISHARES TR - CORE MSCI EAFE | $21.7M | 3.8% | +2% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $19.2M | 3.4% | -0.7% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P TTL STK | $16.1M | 2.8% | +0.2% | — | — | — | — | |
| 9 | ISHARES TR - NATIONAL MUN ETF | $15.2M | 2.7% | +17% | — | — | — | — | |
| 10 | VANGUARD MUN BD FDS - TAX EXEMPT BD | $14.6M | 2.6% | -6% | — | — | — | — |
All holdings — Single Point Partners, LLC (Q3 2026)
96 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $12.6M | 2.2% | 156K | +1% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $10.6M | 1.9% | 37K | -1.0% | — | — | 13F |
| 13 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $10.5M | 1.9% | 205K | +10% | — | — | 13F |
| 14 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $8.3M | 1.5% | 30K | +1% | — | — | 13F |
| 15 | — | ISHARES TR - BROAD USD HIGHetf/fund | — | $7.6M | 1.4% | 214K | +7% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $7.1M | 1.3% | 10K | -0.7% | — | — | 13F |
| 17 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $6.9M | 1.2% | 97K | +6% | — | — | 13F |
| 18 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $6.4M | 1.1% | 91K | +46% | — | — | 13F |
| 19 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $6.3M | 1.1% | 60K | -4% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $5.7M | 1.0% | 15K | +2% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.4M | 1.0% | 7,143 | -0.9% | 11+ qtrs | — | 13F | |
| 22 | Apple Inc. | Technology | $4.8M | 0.9% | 15K | -1% | 11+ qtrsTrimmed 4 qtrs in a row | 75.7 | 13F | |
| 23 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $4.6M | 0.8% | 11K | +0.1% | — | — | 13F |
| 24 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $4.5M | 0.8% | 87K | +2% | — | — | 13F |
| 25 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $3.6M | 0.6% | 191K | +0.4% | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $3.3M | 0.6% | 14K | +3% | |||
| 27 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $2.7M | 0.5% | 27K | +57% | |||
| 28 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.7M | 0.5% | 45K | +2% | |||
| 29 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.6M | 0.5% | 32K | -3% | |||
| 30 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6M | 0.3% | 16K | +101% | |||
| 31 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.6M | 0.3% | 46K | +11% | |||
| 32 | — | BNY MELLON ETF TRUST - US LRG CP CORE | — | $1.3M | 0.2% | 27K | +201% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.2% | 97K | -0.6% | |||
| 34 | $GLD | SPDR GOLD TRUST | Financials | $1.0M | 0.2% | 2,723 | +0.5% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $1.0M | 0.2% | 2,958 | -11% | |||
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | — | $986K | 0.2% | 6,932 | -3% | |||
| 37 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $963K | 0.2% | 11K | -2% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $907K | 0.2% | 3,641 | -1.0% | |||
| 39 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $890K | 0.2% | 32K | +2% | |||
| 40 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $885K | 0.2% | 30K | -0.5% | |||
| 41 | $ACN | Accenture plc | Technology | $881K | 0.2% | 4,807 | -2% | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $859K | 0.1% | 5,535 | -3% | |||
| 43 | — | ISHARES TR - RUS 1000 GRW ETF | — | $853K | 0.1% | 6,810 | — | |||
| 44 | $MSFT | MICROSOFT CORP | Technology | $825K | 0.1% | 1,608 | -17% | |||
| 45 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | — | $808K | 0.1% | 16K | -4% | |||
| 46 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $743K | 0.1% | 1,131 | — | |||
| 47 | — | ISHARES TR - ESG AWR MSCI USA | — | $672K | 0.1% | 4,031 | +2% | |||
| 48 | — | ISHARES TR - TIPS BD ETF | — | $632K | 0.1% | 6,077 | +9% | |||
| 49 | $JPM | JPMORGAN CHASE & CO | Financials | $631K | 0.1% | 1,908 | -45% | |||
| 50 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $610K | 0.1% | 8,236 | +0.1% | |||
| 51 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $604K | 0.1% | 7,285 | -0.9% | |||
| 52 | — | ISHARES TR - IBOXX HI YD ETF | — | $590K | 0.1% | 7,644 | -1% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $570K | 0.1% | 535 | — | |||
| 54 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $499K | 0.1% | 11K | — | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $462K | 0.1% | 624 | -0.3% | |||
| 56 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $417K | 0.1% | 838 | -2% | |||
| 57 | $NVDA | NVIDIA CORP | Technology | $408K | 0.1% | 1,787 | -11% | |||
| 58 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $393K | 0.1% | 4,241 | -2% | |||
| 59 | — | ISHARES TR - S&P 500 VAL ETF | — | $392K | 0.1% | 1,716 | +32% | |||
| 60 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $375K | 0.1% | 1,320 | +7% | |||
| 61 | — | ISHARES TR - RUS 1000 VAL ETF | — | $369K | 0.1% | 1,488 | -3% | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $348K | 0.1% | 480 | -19% | |||
| 63 | $JNJ | JOHNSON & JOHNSON | Healthcare | $347K | 0.1% | 1,309 | +4% | |||
| 64 | $PLTR | Palantir Technologies Inc. | Technology | $345K | 0.1% | 1,842 | -5% | |||
| 65 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $339K | 0.1% | 2,855 | — | |||
| 66 | — | ISHARES TR - IBONDS 28 TRM TS | — | $329K | 0.1% | 15K | — | |||
| 67 | — | ISHARES TR - IBONDS 27 TRM TS | — | $328K | 0.1% | 15K | New | |||
| 68 | — | ISHARES TR - IBONDS 29 TRM TS | — | $325K | 0.1% | 15K | — | |||
| 69 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $325K | 0.1% | 6,470 | New | |||
| 70 | — | ISHARES TR - IBOND DEC 2030 | — | $322K | 0.1% | 17K | — | |||
| 71 | — | ISHARES TR - IBONDS DEC 2031 | — | $319K | 0.1% | 16K | — | |||
| 72 | — | ISHARES TR - IBONDS DEC 2032 | — | $317K | 0.1% | 15K | — | |||
| 73 | — | ISHARES TR - IBONDS DEC 2033 | — | $315K | 0.1% | 14K | — | |||
| 74 | — | ISHARES TR - IBONDS DEC 2034 | — | $314K | 0.1% | 13K | — | |||
| 75 | — | ISHARES TR - IBONDS DEC 2035 | — | $312K | 0.1% | 13K | — | |||
| 76 | — | ISHARES TR - IBONDS DEC 2036 | — | $312K | 0.1% | 13K | — | |||
| 77 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $306K | 0.1% | 1,391 | — | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $303K | 0.1% | 3,606 | +0.2% | |||
| 79 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $275K | 0.1% | 5,525 | — | |||
| 80 | — | FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN | — | $274K | 0.1% | 5,847 | New | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $252K | 0.0% | 4,626 | -82% | |||
| 82 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $245K | 0.0% | 3,645 | — | |||
| 83 | $EBC | Eastern Bankshares, Inc. | Financials | $231K | 0.0% | 11K | -21% | |||
| 84 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $230K | 0.0% | 1,483 | -2% | |||
| 85 | $RTX | RTX Corp | Industrials | $223K | 0.0% | 1,199 | -32% | |||
| 86 | $DE | DEERE & CO | Industrials | $222K | 0.0% | 331 | -1% | |||
| 87 | — | ISHARES TR - IBONDS 27 ETF | — | $219K | 0.0% | 9,063 | New | |||
| 88 | $V | VISA INC. | Financials | $218K | 0.0% | 606 | -20% | |||
| 89 | $AVGO | Broadcom Inc. | Technology | $216K | 0.0% | 614 | -40% | |||
| 90 | $HL | HECLA MINING CO/DE/ | Materials | $213K | 0.0% | 13K | New | |||
| 91 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $213K | 0.0% | 2,369 | -2% | |||
| 92 | $LLY | ELI LILLY & Co | Healthcare | $209K | 0.0% | 178 | -11% | |||
| 93 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $208K | 0.0% | 229 | New | |||
| 94 | — | ISHARES TR - EAFE GRWTH ETF | — | $205K | 0.0% | 1,712 | — | |||
| 95 | — | ISHARES TR - MSCI ACWI EX US | — | $96K | 0.0% | 14K | +2% | |||
| 96 | — | ISHARES TR - RUSEL 2500 ETF | — | $33K | 0.0% | 33K | +44% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 34 added to, 38 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- ISHARES TR - IBONDS 27 TRM TS$328K
first bought this quarter
- SPDR INDEX SHS FDS - ST STR PO EX ETF$325K
first bought this quarter
- FIDELITY MERRIMACK STR TR - SYSTEMATIC MUN$274K
first bought this quarter
- ISHARES TR - IBONDS 27 ETF$219K
first bought this quarter
$HLHECLA MINING CO/DE/$213K
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$208K
first bought this quarter
Added to (34)
- ISHARES TR - NATIONAL MUN ETF+17%
now $15.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+46%
now $6.4M
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX+57%
now $2.7M
- ISHARES TR - FLTG RATE NT ETF+10%
now $10.5M
- BNY MELLON ETF TRUST - US LRG CP CORE+201%
now $1.3M
$GSGOLDMAN SACHS GROUP INC+101%
now $1.6M · held 8 qtrs
+28 more in the Excel export
Trimmed (38)
$BACBANK OF AMERICA CORP /DE/-82%
now $252K · held 11+ qtrs
- VANGUARD MUN BD FDS - TAX EXEMPT BD-6%
now $14.6M
$JPMJPMORGAN CHASE & CO-45%
now $631K · held 11+ qtrs
- ISHARES TR - RUS 1000 ETF-2%
now $22.7M
- ISHARES TR - SHRT NAT MUN ETF-4%
now $6.3M
$MSFTMICROSOFT CORP-17%
now $825K · held 8 qtrs, 6 trims in a row
+32 more in the Excel export
Holdings by quarter
Every 13F Single Point Partners, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Single Point Partners?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Single Point Partners's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
73%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Single Point Partners, LLC disclosed 96 positions worth $566.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 13 and a full exit from $C. The portfolio is most concentrated in Other (96.7% of disclosed assets). All figures are sourced directly from Single Point Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1801184.
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AI-Powered Hedge Fund Analysis: Single Point Partners, LLC
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